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Disclosery

Rothschild Wealth LLC: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on VZ, newest first. How the timeline and the estimate are built.

Rothschild Wealth LLC held 23,658 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,658 shares
    Change vs previous 13F +1,419 shares

    0.08% of the 13F portfolio, value $1,001,666.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,239 shares
    Change vs previous 13F +5,793 shares

    0.1% of the 13F portfolio, value $1,116,404.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 16,446 shares
    Change vs previous 13F +5,959 shares

    0.06% of the 13F portfolio, value $669,852.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,487 shares
    Change vs previous 13F +270 shares

    0.1% of the 13F portfolio, value $460,910.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,217 shares
    Change vs previous 13F +1,394 shares

    0.11% of the 13F portfolio, value $442,110.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,823 shares
    Change vs previous 13F +663 shares

    0.11% of the 13F portfolio, value $400,212.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,160 shares
    Change vs previous 13F -124 shares

    0.1% of the 13F portfolio, value $326,308.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,284 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $372,028.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).